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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,601 | $45,152-21.2% | $73,843-51.8% | $59,632-40.3% |
| Participation rate | 64.9% | 64.0%+0.8pp | 73.4%-8.6pp | 68.7%-3.8pp |
| Annual return | 51.98% | 27.40%+24.6pp | 2267.91%-2215.9pp | 2041.32%-1989.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,318 | $2,574+28.9% | $3,583-7.4% | $3,192+4.0% |
| Admin fee / account holder | $3,057 | $3,516-13.1% | $4,880-37.4% | $4,297-28.9% |